Global Retirement Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $286 | Hold |
4
| – | – | ﹤0.01% | 3466 |
|
|
2024
Q3 | $339 | Hold |
4
| – | – | ﹤0.01% | 3320 |
|
|
2024
Q2 | $300 | Hold |
4
| – | – | ﹤0.01% | 3379 |
|
|
2024
Q1 | $315 | Sell |
4
-15
| -79% | -$1.18K | ﹤0.01% | 3210 |
|
|
2023
Q4 | $1.48K | Sell |
19
-2
| -10% | -$155 | ﹤0.01% | 2778 |
|
|
2023
Q3 | $1.52K | Hold |
21
| – | – | ﹤0.01% | 2635 |
|
|
2023
Q2 | $1.67K | Sell |
21
-46
| -69% | -$3.67K | ﹤0.01% | 2610 |
|
|
2023
Q1 | $5.31K | Hold |
67
| – | – | ﹤0.01% | 2133 |
|
|
2022
Q4 | $5.25K | Hold |
67
| – | – | ﹤0.01% | 2005 |
|
|
2022
Q3 | $5K | Sell |
67
-36
| -35% | -$2.69K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $8K | Buy |
103
+1
| +1% | +$78 | ﹤0.01% | 1744 |
|
|
2022
Q1 | $8K | Buy |
+102
| New | +$8K | ﹤0.01% | 1731 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$29K | – | 1512 |
|
|
2021
Q3 | $29K | Hold |
300
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q2 | $30K | Hold |
300
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q1 | $28K | Buy |
+300
| New | +$28K | ﹤0.01% | 996 |
|
|
2020
Q2 | – | Sell |
-111
| Closed | -$6K | – | 1708 |
|
|
2020
Q1 | $6K | Hold |
111
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q4 | $7K | Hold |
111
| – | – | ﹤0.01% | 1255 |
|
|
2019
Q3 | $6K | Buy |
111
+41
| +59% | +$2.22K | ﹤0.01% | 1265 |
|
|
2019
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1345 |
|
|
2019
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q4 | $4K | Sell |
70
-555
| -89% | -$31.7K | ﹤0.01% | 1229 |
|
|
2018
Q3 | $36K | Buy |
625
+407
| +187% | +$23.4K | 0.01% | 647 |
|
|
2018
Q2 | $12K | Hold |
218
| – | – | ﹤0.01% | 958 |
|
|
2018
Q1 | $13K | Buy |
+218
| New | +$13K | ﹤0.01% | 890 |
|